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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,140 | $167,362-1.3% | $143,799+14.8% | $134,532+22.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.04% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,553 | $5,620-54.6% | $4,952-48.4% | $4,741-46.2% |
| Participant deferral / active EE | $9,394 | $6,447+45.7% | $5,638+66.6% | $6,401+46.8% |
| Admin fee / account holder | $52,144 | $18,094+188.2% | $14,677+255.3% | $11,429+356.3% |